Friday, August 25, 2017

Way of selling and buying shares: my perspective

Rajesh Sharma

A few friends have asked my way of buying and selling shares. It means my strategy in selection of shares for buying and selling. Thinking that it may help to some new friends I have compiled, edited and posted by responses below.


1. From 2008 to 2011, I was governed by gut feelings, market buzzes, seniors' advice and reading conventional indicators like P/E Ratio, EPS, Net Worth, etc. During that period, I had huge loss not only because my orthodox investment strategy, but primarily because the market nosedived.


2. From 2011 onward, I started to focus on companies. I studied about composition of companies' board/management, history, performance including earnings, reserves, dividends, etc, companies' standing in their respective business sector, court cases, growth prospect etc. This changed focus influenced me to move toward investment from trading. However, till 2015, I was like a mixed breed practicing both - investment and trading. However, since 2016, I moved to investment with exceptional acts of trading. Therefore, my way of buying and selling may not be that fretful for friends in trading field.


3. I have tried to identify my areas of strengths in understanding business of different sectors. Lately, I realized that I am novice in hydropower, hotel and manufacturing. So, I stayed out of them. NTC and HIDCL as mentioned "others", I thought are non-movers. So, I did not keep them in my list of preference. I considered MFIs quite risky and so, though occasionally, I traded on MFIs but did not invest. Now, I had just commercial banks, development banks (excluding MFIs), finance companies and insurance. Hence, I concentrated on BFIs and insurance.

4. I had done quite extensive exercise on safe and secure companies, share retention rate of companies/ changing hands faster companies, price range-wise classification of companies etc. This way, I had selected 52 companies in the beginning and after more study of select companies, I have narrowed down to 30. I have invested in 9-10 companies at a time among these 30 companies. I will reassess these companies vs. rest of the companies after the companies will declare dividend. This exercise I have planned for January/February.

5. I continuously follow a good company with high probability of growth till it reaches to silent phase. When most of the people start showing doubt and start staying away, and at the same time the price comes down, I buy. And, when that becomes a hot potato, I sell. This is primarily a Buffet Formula but bringing it into practice is challenging.

6. For trading, we should have a good understanding of trend and for this technical analysis may help a lot. For investment, we need to understand a company and fundamental analysis may help us. I am not so good in technical analysis, and hence, naturally I go through fundamental analysis and I moved primarily to investing.

7. After all analysis, cautions and validation, profit/ loss in share market are Siamese twins. I have seen big losses and big gains as well. Hence, we should take risk according to our situations. For the risk avoiders and the Hara-kiri share market is not the right place, I believe. Also, patience pays here.


Note: I have posted long time ago some of my exercises on companies in my blogs – www.sharenepalcomments.wordpress.com and www.stocksofnepal.blogspot.com. Though the exercises have not been updated in today's context, they may provided historical perspectives. 

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